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View Recommended Account Mapping

Use Reports to understand pipeline and accurately forecast revenue goals.

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

In this article:

All Reports

Click on Mapping from the navigation bar, select Create Reports from the dropdown options.

From this page, you can:

  • Open Report Folders

  • Click directly on individual Reports in the table

  • Search by name for Reports

Use Reports to understand pipeline and accurately forecast revenue goals.


✍️ Note

Saved Reports are only available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.


Recommended Reports

Crossbeam also provides additional insights into your Ecosystem by highlighting the top account activity and recommending partners for report building.

These recommendations are located on the Account Mapping page.

On the Account Mapping workspace, scroll down to Recommended Reports. Review the recommended partners with top overlaps and click the Create Report button to learn more.


πŸŽ“ Sign into Crossbeam Academy to further explore Reports!


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